Documenting process applications and toolkits

From the Process Center console, you can view or print information about a process application snapshot or toolkit snapshot. You can generate a report about the process application or toolkit or about an asset of the process application or toolkit. You can also view or generate a report about the changes made from one snapshot to another.

Before you begin

It is important to have an optimal display of process application content in whatever browser product you have chosen to use. If you are using Microsoft Windows Internet Explorer, you may find that your process flow diagrams and other diagrams will render more quickly and with increased fidelity by installing Microsoft Silverlight.

About this task

To view and print information about a snapshot:

Procedure

  1. Click the process application or toolkit in the Process Center console.
  2. In the snapshot page, click the snapshot for which you want to view information.
  3. Expand an asset element and then click the name of an asset item to view its detailed information. The presentation of the detailed information differs depending on the kind of asset item that you selected. For example, if you expand the Business Process Definitions asset element and then click the name of a business process definition, a process flow diagram opens and you can view the implemented activities and hypertext links that are associated with the diagram.
  4. You can perform the following actions:
    Goal Description Action
    Determine the changes that occurred between two snapshots of a process application. You can compare the currently selected snapshot with another snapshot in any of the tracks of the current process application. You can then generate and print a comparison report.
    1. Click Compare.
    2. Select a snapshot to compare against the current snapshot.
    3. Click Generate to generate the comparison report.
    4. Click Print in the report.
    Share and review high-level information with a business user. You can select changed components from one snapshot and copy them to the tip of a track that has associated dependencies. For example, you can share the process diagram or information about team members that are involved in the activities. Click Copy
    Generate and print a report for audit purposes. Generate a report of an entire process application or for a specific asset after selecting that asset. The report includes information about the process application, toolkits, and implementation. The information also contains historical information (who created or updated the artifacts and when the artifact was updated).
    1. Click Generate Report
    2. Click Print in the report.
    Print the information that you are viewing. You can print the current asset view. Click Print. A printer-friendly version of the information you are viewing is made available for printing.
    Search You can search an asset list by entering a search term in the search field located in the upper right-corner of the asset list tab bar. Search filters the returned asset list to include only those assets that include the search term in the asset name, or are assigned a tag that matches the search term. Enter a search term in the search field. You can focus your search by selecting the search scope from the list of available scopes. For example,All Process DesignerServices etc.